Best Laid Plans
Access free templates, financial tools, and planning resources to help you start, manage, and grow a successful business.
Business Planning
Starting or growing a business requires careful planning, strong financial insight, and access to the right tools. The resources below provide practical templates and guides to help entrepreneurs develop business plans, build financial projections, and better understand the fundamentals of running a successful business. Whether you're launching a new venture or refining an existing one, these tools can help you take the next step with confidence.
Downloadable Templates
Use the resources below to help you plan, launch, or grow your business with confidence. These templates and guides are designed to simplify the planning process and help you build a strong foundation for success.
Business Plan Templates
Every successful business begins with a well-thought-out plan. These templates will guide you step-by-step through developing a clear and effective business model—an essential component when seeking funding or investment.
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Business Plan Guide (PDF)
Profit & Loss and Cash Flow Projection Templates
Understanding how your financial assumptions impact profitability and cash flow is key to building a sustainable business. The templates below provide sample pro forma financial statements commonly used by many types of businesses. Follow the instructions on the first tab of each template to create a customized financial model for your business.
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Profit & Loss Template (Excel)
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Cash Flow Template (Excel)
Additional Business Planning Resources
The organizations below offer free guidance and support to help entrepreneurs develop strong business plans and strategies.
If you have questions about the templates above or aren’t sure where to begin, please don’t hesitate to contact us. We’re here to help.
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